The development and use of directed trusts have increased in recent years. Although the concept of a directed trust isn’t new, states have only recently begun setting the statutory framework for the powers, duties and potential liability of...
In recent years, there’s been a great deal of attention and press devoted to the charitable individual retirement account rollover. Now we have it, now we don’t. The future of this tax measure is a constant source of speculation...
It depends. | Sergey_P/iStock/Thinkstock
Over the last few days, top portfolio managers and financial advisors have declared the recent volatility a good buying opportunity. But investors aren’t as sure, according to a recent poll by Eaton...
Estate planning mistakes are common. Too often, there’s failure to execute a last will and testament or update beneficiary information on life insurance and qualified retirement accounts. Luckily, most estate planning attorneys can ably...
